+1,742.7%
CCEP vs POET
-20.0%
+1,762.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.7% | +1.2% | -2.5% |
| 7D | -3.7% | +9.7% | -13.4% | -3.9% |
| 30D | -2.1% | -6.5% | +4.5% | -2.0% |
| 3M | +7.2% | -25.7% | +32.9% | +7.5% |
| 6M | +3.3% | +19.6% | -16.3% | +1.3% |
| YTD | +15.7% | +26.4% | -10.7% | +13.1% |
| 1Y | +16.6% | +50.1% | -33.5% | +13.0% |
| 3Y | +84.3% | +127.9% | -43.7% | +72.0% |
| 5Y | +109.0% | -5.9% | +114.9% | +97.0% |
| 10Y | +238.1% | +31.1% | +207.0% | +206.1% |
| All | +1,742.7% | -20.0% | +1,762.7% | +1,471.4% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded POET wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling